Best Practices: Onboarding a new customer to your Password Server

Here is our recommended best practice for adding your new customers to your Password Server.

We will want to create a specific Scope for each client, once we have a Scope we can add it the users Roles as needed. With the Scopes and Roles setup we can then deploy a Sync Agent to allow tasks to be completed. This will then allow the individual Vaults to be created and allow the Passwords to be entered.

Scope

Create a new Scope for the customer. Open the Password Server > Admin > General Settings.> Scopes. Select Add a ScopeOnce you are happy with the Scope Name and Description Save the changes.

Roles

Now that we have a Scope for this customer we need to make it visible to your users. This will be done by adding the Scope to a Role.

Open the Password Server > Roles. Select the appropriate Role. Select Scopes and enable the new Scope you created by selecting it.

Note: for more information about the use of Roles please see this article.

Sync Agents

Now that you have users in a Role that has visibility to the Vault we will want to Deploy a Sync agent to the customers domain.